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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,906 | $85,169-16.7% | $172,755-59.0% | $72,983-2.8% |
| Participation rate | 54.5% | 70.1%-15.5pp | 82.6%-28.1pp | 69.5%-14.9pp |
| Annual return | 22.81% | 27.32%-4.5pp | 802.94%-780.1pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,971 | $3,324-40.7% | $5,144-61.7% | $2,440-19.2% |
| Participant deferral / active EE | $2,821 | $3,260-13.5% | $5,198-45.7% | $3,608-21.8% |
| Admin fee / account holder | $2,806 | $5,880-52.3% | $13,955-79.9% | $5,124-45.2% |